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ML&R Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

ML&R Wealth Management’s Portfolio IDEV Stock Details IDEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,232
Closed -$398K – 66
2022
Q3 		$398K Buy
+8,232
New +$443K 0.13% 43

Other funds holding IDEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

ML&R Wealth Management's IDEV Position: Q4 2022 in Review

ML&R Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2022, closing a stake of 8,232 shares — an estimated $398K sold.

ML&R Wealth Management first reported a position in IDEV in Q3 2022 and held it in 1 quarter. The position peaked at $398K in Q3 2022. 281 funds tracked by Wall St. Rank hold IDEV as of Q4 2022.

  • ML&R Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
  • ML&R Wealth Management sold 8,232 iShares Core MSCI International Developed Markets ETF shares in Q4 2022, an estimated $398K.
  • ML&R Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2022 and held it in 1 quarter.
  • ML&R Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $398K in Q3 2022.
  • 281 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2022.

Based on ML&R Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.